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Wealth Management

Our goal is take care of your present, future and the legacy you will one day leave. We do this by creating a comprehensive financial plan to help our clients achieve their goals.

Our Wealth Management Services include:

  • Tax Planning
  • Retirement
  • Investment Planning
  • Education
  • Insurance
  • Income Protection
  • Business Planning
  • Debt Management
  • Estate Planning
  • Special Situations

Tax Planning

By leveraging our tax and financial advisory experience, the RABco Financial and Insurance Services team will create a plan to reduce your current and future tax burdens to optimize your wealth management plan.


No matter your retirement goals, RABco Financial and Insurance Services can help you get there. We'll work with you to make sure you get the most of your employer-sponsored plans, IRAs, and other retirement vehicles. So when it’s time to retire, you can feel confident you have the income you need.

Financial Planning

As life and goals change, your investment strategy may, too, need to change. RABco Financial and Insurance Services will frequently determine your asset allocation needs, help you understand your risk tolerance, and recommend the appropriate investment vehicles to help you preserve your wealth and reach your goals.


Education costs are rapidly increasing, with no end in sight. Your ability to meet the demands of future tuition costs and fees depends on the wealth you build now. Let us help you build your education goals and actively plan to achieve them.


As life changes, so do your insurance needs. Make sure you have the necessary strategies to protect your lifestyle and those dependent on your income. Let RABco Financial and Insurance Services help you navigate the increasing insurance regulations and options to find the ideal plan for you.

Income Protection

RABco Financial and Insurance Services can help create a plan to protect your assets and income. We’ll strategize ways to shield your assets from illness, taxation, and frivolous claims from third parties.

Business Planning

Planning for financial success is increasingly complex with all the factors that impact your business. RABco Financial and Insurance Services offers comprehensive support for all your business planning needs. Whether it’s allocation of resources, designing employee incentive packages, or preserving your assets, we can help you build a strategy to meet your professional goals.

Debt Management

Living with debt causes stress and may prevent you from building the life you want. RABco Financial and Insurance Services offers effective credit management advice and solutions to help you move past your debt and help you prepare for major purchases and unexpected costs in the future.

Estate Planning

Defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your life’s work is critical to fulfilling your promises to your loved ones. RABco Financial and Insurance Services will work with you to minimize income and estate taxes and help maximize the financial opportunities you provide to your chosen beneficiaries.

Special Situations

Any event that forces dramatic and sweeping changes to your lifestyle, such as marriage, divorce, birth, death, or inheritance, is considered a special situation. These events can greatly impact your current estate plans and investment strategies. RABco Financial and Insurance Services will guide you through these situations to make sure you are prepared for whatever lies ahead.